Recurring receivable setup does not have access to the client # field. Have several hundred monthly receivables to record and don't want to have to set up a job for each one. Any suggestions????? Thank you!
Sounds like you might need to use the Service Receivables module and set up routes or templates. What does your company do? Are the recurring invoices fixed amounts or do they need to vary?
We are a General Contractor; however, this issue pertains to our Security Division which performs Service Work Orders aa well as Monthly Monitoring (400+ recurring receivables)
We are a General Contractor; however, this issue pertains to our Security Division which performs Service Work Orders aa well as Monthly Monitoring (400+ recurring receivables)
Then you want to purchase the Add on module for Service Receivables and process the security receivables through there. You should also consider seting up departments for your Income and Expense accounts to track profitability between the two divisions. You can start that at the beginning of your fiscal year before you post any new transactions.
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